Sales Insights Model and Metrics
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Salesforce LabsFree
Project Fortress
by Project Fortress, LLCSalesforcePaid
Manage legal transactions, workstreams, checklists, and client updates in Tableau.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYProject Management
UPDATED ON MARKETPLACE
What it does
Project Fortress manages legal transactions from engagement through closing, including workstreams, deliverables, checklists, and workflows tailored to matter type. It provides a shared workspace for attorneys, specialists, support staff, and clients. The platform includes dashboards, reports, task tracking, document access, and connections to named legal and workplace tools. The vendor describes Fortress.ai as an agentic framework trained on the platform’s data model and workflows for legal automation.
Key capabilities
from the Salesforce AppExchange listingMatter workflow management
Workflows can be tailored to matters such as M&A, real estate, debt finance, fund formation, and litigation.
Workstream and checklist tracking
The platform tracks tasks, statuses, workstreams, checklists, and deliverables during a matter.
Client matter portals
Portals provide clients with matter updates, documents, and milestone information.
Matter dashboards and reports
Live dashboards produce status updates and reports linked to matter progress, deal terms, and contract metrics.
Legal tool connections
The vendor lists connections with iManage and NetDocuments, as well as Microsoft Office, Tableau, Slack, and other tools.
Legal workflow automation
Fortress.ai is described as an agentic framework trained on the platform’s data model and workflows.
Use cases
- Law firms can coordinate M&A, real estate, debt finance, fund formation, and litigation matters.
- In-house legal departments can collaborate with clients and internal specialists on shared legal work.
- Legal teams can give clients access to documents, progress information, and matter milestones.
Who it's for
Law firms and in-house legal departments, including attorneys, specialists, support staff, and clients.
In the catalog
86 plugins in Tableau · Project Management
Price distribution: 80 free, 1 freemium, 5 paid
Pricing & deployment
Platform
Salesforce
Product
Tableau
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Project Fortress is an end-to-end legal transaction management platform built on Salesforce. Designed for large law firms and in-house legal departments, Fortress streamlines complex matters by combining collaboration, automation, and visibility into a single, centralized workspace. Built for Legal Teams Fortress …»
Official marketplace listing
Marketplace
Publisher
Project Fortress, LLC
Updated on marketplace
Facts verified